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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to add tagging to ...
Customer experience | Sales, Customer Insights,...
Answered

How to add tagging to CRM for Contacts

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Posted on by Christine Fuentes 30

Hello everyone,

I have been using Dynamics CRM for about 2 years, and need some help figuring out how to add tagging to my Contact records, and possibly to Account records as well.

I have explored utilizing the Marketing Lists functionality, but was hoping to use tagging as it seems much faster and easier to implement.

Does anyone know if this is possible in Dynamics CRM?  Would you be able to send me click by click instructions on how to implement?

Thank you for any help you can provide.

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  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 Microsoft Employee on at

    Hi Partner

    Here are the few articles which can be referred for tagging

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/187694/dynamics-crm-tagging/473239

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/96730/tagging

  • Christine Fuentes Profile Picture
    Christine Fuentes 30 on at

    Thank you for both these articles Akash.  I had read through one of them, but not the other.  Although the solution which involves adding an Entity works (and you can do this with the Marketing Lists entity), I was hoping for something which was less cumbersome and required less clicks for the end user.  I'm going to look into adding a multi-select option set field to the form.  Maybe the software allows this as an option now.

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